- Bank of America (San Francisco, CA)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention of UHNW relationships. **Skills:** +… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... and foreign touring clearances + Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + 3+ years at a Registered Investment Adviser (RIA) serving ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS ... Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is redefining… more
- Bank of America (Redding, CA)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability...interact with banking customers, small business owners and higher net worth clients alike. You'll be able… more
- Volvo Group (Los Angeles, CA)
- RCD - Take To Market, West Coast Location: Fort Worth , TX, US, 76155Bakersfield, CA, US, 93308Mira Loma, CA, US, 91752Phoenix, AZ, US, 85009Commerce City, CO, US, ... target, 2) Pre-Owned regional sales volume including gross margin target, 3) Service revenue external sales including gross margin target, 4) Parts sales revenue… more
- Citizens (Newport Beach, CA)
- …building relationships and supporting growth of deposits. + History of working with high net - worth clientele preferred + Banker qualifications differentiate ... Bank, as a Private Banker, you will have the opportunity to work in service , support, and sales, while creating a world class/white glove experience for our UHNW… more
- Wells Fargo (San Francisco, CA)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality....flows and ability to service debt. + Assist in developing pitches for prospective… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... of permanent or temporary staff + Prepare mechanical, artist, producer or net profit royalty accountings for independent label clients + Summarize artist and… more
- LTD Global (Livermore, CA)
- …Demonstrated experience providing high -level service to clients, including high - net - worth individuals + Problem-solving skills and a customer-focused ... Responsibilities The Private Banking Representative is responsible for providing exceptional service to high -value clients while adhering to established… more
- The Calendar Group (Menlo Park, CA)
- …or high -end hospitality. Preference is given to candidates with experience serving high - net - worth families. + Expertise with Luxury Items: Skilled in ... in Menlo Park, CA, someone who brings a positive service mindset and a willingness to learn and grow....+ Professional Laundry & Ironing: Experienced in caring for high -end materials (silk, fur, hand-embroidered pieces). Can systematically plan… more
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